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SRAAX

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Analysis and statistics

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About

SRAAX.US refers to the Shelton Nasdaq-100 Index Direct Indexed UMA Separate Account, a financial product managed by Shelton Capital Management. It is a separate account that seeks to replicate the performance of the Nasdaq-100 Index by directly owning the underlying securities. This investment vehicle is generally offered through a Unified Managed Account (UMA) platform, providing investors with customized portfolio management.
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Factors

SRAAX.US's price, or Net Asset Value (NAV), fluctuates based on several factors: Market Performance: Overall stock market conditions influence its holdings' values. Fund Holdings: The performance of the specific stocks and assets within the fund directly impacts its price. Interest Rates: Changes in interest rates can affect bond values, influencing the fund's value if it holds bonds. Expense Ratio: The fund's operating expenses reduce returns, impacting its NAV. Investor Demand: High demand can drive up the price, while increased selling pressure can lower it.

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